WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.29M
3
+$2.44M
4
PG icon
Procter & Gamble
PG
+$2.25M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.02M

Top Sells

1
+$4M
2
+$2.51M
3
+$2.32M
4
ULTR
IQ Ultra Short Duration ETF
ULTR
+$1.94M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.29M

Sector Composition

1 Technology 11.88%
2 Financials 8.07%
3 Consumer Discretionary 5.29%
4 Healthcare 4.43%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.51M 0.38%
34,205
+2,163
52
$4.47M 0.38%
28,678
-8,292
53
$4.42M 0.37%
136,504
+3,908
54
$4.3M 0.36%
269,294
-1,728
55
$4.28M 0.36%
79,694
+2,591
56
$4.27M 0.36%
181,197
+28,713
57
$4.15M 0.35%
74,164
-23
58
$4.08M 0.35%
15,498
-531
59
$4.07M 0.34%
43,154
-2,140
60
$4.01M 0.34%
62,294
+1,212
61
$4M 0.34%
10,103
+252
62
$3.95M 0.33%
94,155
+2,218
63
$3.92M 0.33%
43,326
+393
64
$3.9M 0.33%
32,400
+236
65
$3.82M 0.32%
22,258
-918
66
$3.81M 0.32%
87,088
+7,025
67
$3.78M 0.32%
34,041
+1,341
68
$3.78M 0.32%
82,358
+9,080
69
$3.76M 0.32%
70,136
+9,906
70
$3.72M 0.31%
142,066
-15,052
71
$3.69M 0.31%
60,975
-2,415
72
$3.66M 0.31%
68,658
+5,085
73
$3.6M 0.3%
13,224
+405
74
$3.59M 0.3%
115,741
+19,036
75
$3.29M 0.28%
96,574
+4,585
1 2
3
4 5